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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
851
Wendell David Associates
New Hampshire
$505K -$12K -336 -3%
Fiera Capital (Canada)
852
Fiera Capital (Canada)
Quebec, Canada
$505K
EFS
853
Essex Financial Services
Connecticut
$503K -$32.3K -904 -7%
CIC
854
Crawford Investment Counsel
Georgia
$502K -$88.3K -2,473 -17%
PMG
855
ProVise Management Group
Florida
$502K +$142K +3,980 +47%
PHS
856
Pekin Hardy Strauss
Illinois
$501K -$1.43K -40 -0.3%
TCM
857
Twin Capital Management
Pennsylvania
$498K -$15K -420 -3%
HCMNY
858
Howard Capital Management (New York)
New York
$497K -$7.14K -200 -2%
BRWA
859
B. Riley Wealth Advisors
Florida
$495K +$44.6K +1,249 +11%
BOTW
860
Bank of the West
California
$494K -$36.1K -1,010 -8%
HSA
861
HBK Sorce Advisory
Pennsylvania
$493K +$17.3K +485 +4%
CS
862
Comerica Securities
Michigan
$486K -$175K -4,906 -29%
CA
863
Cambridge Advisors
Nebraska
$485K -$34.5K -965 -7%
BTW
864
Boston Trust Walden
Massachusetts
$485K -$33.9K -950 -7%
FMT
865
First Mercantile Trust
Tennessee
$483K -$32.2K -902 -7%
EI
866
Ethic Inc
New York
$481K +$427K +11,961 New
CA
867
Cullinan Associates
Kentucky
$480K
MMPW
868
Mitchell McLeod Pugh & Williams
Alabama
$479K +$83.5K +2,339 +24%
P
869
Pitcairn
Pennsylvania
$477K +$87.7K +2,455 +26%
SMC
870
Smith, Moore & Co
Missouri
$475K -$8.89K -249 -2%
JDR
871
Jay D. Rosenbaum
$474K -$121K -3,377 -22%
BIM
872
Baldwin Investment Management
Pennsylvania
$474K -$66.1K -1,850 -14%
NA
873
NewEdge Advisors
Louisiana
$472K -$91.1K -2,551 -18%
MFW
874
Meristem Family Wealth
Minnesota
$472K +$893 +25 +0.2%
PI
875
Putnam Investments
Massachusetts
$471K -$19.9K -557 -5%